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The AP&S Trusts & Estates Group is recognized for sophisticated and creative planning techniques that minimize your taxes and maximize your control of your assets. That’s why business owners, professionals and others with significant wealth or property choose us to achieve their long-term financial objectives.

We work to understand your unique situation and provide customized estate planning and wealth transfer strategies to realize your financial goals, for the benefit of you, your family, your business and the organizations you support.

For new or revised estate plans, we devise tax-efficient business succession for closely held businesses, smart charitable giving strategies, and innovative trust arrangements. We can collaborate with your accountant, financial planner, insurance consultant and/or broker to create a seamless financial plan that meets your objectives.